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    Ask Whatfix AI

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    Where are sellers struggling in the process of adding qualification details into their opportunities ?
    How many sellers are viewing the opportunities?

    We see sellers are viewing opportunities, but there seems to be a disconnect. They aren't sure what details are needed to move the opportunity forward. This hesitation might indicate they can't easily identify the necessary information.

    How many sellers are viewing the opportunities?

    How many of them are hitting edit on the opportunity?

    While some sellers proceed to edit, there's a significant drop-off. This suggests that even after viewing, many are stumped on what specific updates to make. They lack clarity on the key fields that require their attention.

    How many of them are hitting edit on the opportunity?

    Analytics Chart
    How much time are they spending on editing?

    For those who do click edit, the time spent on the page is high, but without successful saves. This pattern implies that sellers are struggling to gather and input the correct information. They are likely searching for details but are unable to find what they need, leading to frustration and abandonment.

    How much time are they spending on editing?

    Analytics Chart
    Where are the drop-offs across this process?

    The primary drop-off occurs between viewing and editing. Sellers seem to be missing the context or specific details required to feel confident in making an update. They are unable to identify the key information to add, causing them to abandon the task.

    Where are the drop-offs across this process?

    Analytics Chart
    What's the story behind the drop-offs?
    Summary & Action Points

    Analysis

    The data tells a clear story: sellers view opportunities but hesitate to edit them. High time-on-page during editing sessions, coupled with low completion rates, indicates they can't identify the critical details to add. This friction point, where sellers don't know what information to input, is a major blocker in the sales process and the primary reason for drop-offs.

    Suggested Action Points

    To empower sellers and improve the opportunity update process, consider the following actions:

    1. Diagnostics and Monitoring:

      • Add a beacon to the edit page. This will help track field-level interactions to pinpoint exactly where sellers are getting stuck or which fields they are ignoring.

    2. Engagement and User Guidance:

      • Consider highlighting some discovery questions within the opportunity interface. These questions would guide sellers, helping them understand what information is valuable and prompt them to find and add the necessary details, making the process more intuitive.

    By implementing these actions, you can provide clearer guidance to sellers, reduce their uncertainty, and increase the rate of successful opportunity updates.

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